Sunrise Accounting Application Reviews

“Easy loan management

Pros

TimeSolve Legal Billing is very adaptable for mobile use and simple even for those not very tech-savvy like myself. The customer service is also a standout. When I occasionally need assistance, the staff responds promptly with clear information. Overall, it's a fantastic product.

Cons

So far, I haven't faced any issues with this application.

“Not impressed

Pros

Sunrise's invoicing feature used to be a total win. They had Stripe payments, customizable templates, the works! But ever since Lendio stepped in, the quality just tanked. What was once smooth and reliable now feels clunky. Really hoping they bring back that OG efficiency because it's been rough.

Cons

Dealing with Lendio has been a nightmare, a terrible company and even worse service. I wouldn't trust them with any of my financial needs.

“Not a fan

Pros

I used to like the user interface but it has gotten worse over the years.

Cons

My biggest problem is with the current owner of Sunrise and how they've treated early adopters. Lendio acquired Billy, rebranded it as Sunrise, and immediately restricted users outside the US and Canada, despite them having paid for a lifetime license. Recently, they've started forcing early adopters to pay monthly for features they already purchased. It's understandable to charge for new features, but forcing payments for existing ones like modifying invoice templates or syncing transactions with PayPal seems unfair and disrespectful to customers.

“Perfect!

Pros

I predominantly use this software in hospital settings. Having been familiar with it from my previous job, I've found it incredibly useful in my day-to-day tasks. It simplifies everything into one platform, eliminating the need to open multiple browsers.

Cons

Since I mainly use it for patient records and data entry, having more templates available for different settings would be beneficial.

“Fits my needs

Pros

I like being able to track my invoices easily knowing which ones have been sent and which are overdue. The customer portals are an added bonus that I find very valuable.

Cons

It would be great to see some of this functionality incorporated into a mobile app.

“Great service

Pros

While I haven't used this software extensively, I do like its format and how simple it is to navigate.

Cons

I haven't used the software extensively on a daily basis, so I can't provide a definitive answer.

“Saves time

Pros

The software is really user-friendly and I particularly enjoy its invoicing capabilities.

Cons

Honestly, I can't think of a single feature I dislike about it.

“Recommended

Pros

Compared to other software, I found it more user-friendly and significantly easier to navigate.

Cons

I'm struggling to get payment methods to function properly without resorting to using the paid merchant option.

“User-friendly and good customer support

Pros

I value my accountant's diligent follow-up and timely bookkeeping updates. She's always available to answer any questions I may have.

Cons

While it's easy to use, there are still some adjustments needed to accommodate different accounts when running invoices.

“Amazing software

Pros

I love how easy it is to use, especially the free version, which is a great help for small business owners just starting out.

Cons

It's inconvenient having to repeatedly sign into the receipt capture tool. It would be more efficient if recurring invoices could accept one-time payments.

“Packed with features

Pros

This software is packed with financial and bookkeeping features that I haven't fully explored despite using it for two years now. I've been with them since the beginning when it was called Billy.

Cons

There aren't many drawbacks, but if you're not a CPA or a similar professional, you probably won't use the majority of features included in the free account.

“Best booking software

Pros

Let's be real, bookkeeping isn't the most thrilling task, but Sunrise makes it bearable! The platform's simplicity is honestly a lifesaver. My invoicing and financial tracking feel way more organized, and I actually spend less time stressing over numbers. It's simple and which is exactly what I need to keep things moving.

Cons

It takes too long to train yourself to use this software and this setup process needs to be more smoother and more time-efficient.

“We loved ittt

Pros

As a right-brained, creative person with limited tech skills, I find many programs confusing. Sunrise, however, has simplified my life, especially in bookkeeping and invoicing. I've been using it for years and it has saved me from numerous invoice mishaps.

Cons

Sometimes I face issues with the editing feature, though it might just be my own pace of learning.

“Best for invoicing

Pros

Using this software allows me to send out professional-looking invoices effortlessly.

Cons

It fulfills its promises, so there's really nothing to dislike.

“Takes care of our bookkeeping

Pros

Sunrise truly simplifies bookkeeping and helps save money. It's designed to be so user-friendly that even a child could use it.

Cons

The advanced filtering isn't very efficient and the software can be slow to load at times.

“Perfect solution for us

Pros

The ease of use in Sunrise was incredible! It removed a lot of my frustration, and the end results were exactly what I needed.

Cons

I have no complaints whatsoever. I'm thoroughly satisfied with what it offers.

“Fast and Efficient

Pros

Sunrise has made my accounting life so much easier. It runs like a dream on any browser, and I don't have to mess with manually typing invoices or tracking payments. The platform handles all that in a snap, and now I can just check updates instead of sweating over them. Sunrise really stepped up my efficiency!

Cons

Setting it up took a bit of time due to the plethora of options available, most of which I probably won't ever use. However, it does exactly what I need it to do.

“Recommended for small businesses

Pros

This product is much simpler to use for small business owners compared to other more complex and expensive accounting products. Everything is simple and easy to grasp.

Cons

I've faced repeated challenges integrating my bank information with the software.

“Great for invoicing

Pros

I've been using this application for a couple of years now, starting when it was under a different name before it was bought out. I like its simplicity in creating recurring invoices and storing client information for payment collection.

Cons

There was an unexpected issue where customers were suddenly rebilled, although it's actually a useful feature. It caught one of my clients off guard.

“Really makes my life easy

Pros

One of their customer reps serves as my bookkeeper and is always attentive to my needs. Although I haven't met them in person, I trust their expertise.

Cons

I have absolutely no issues with the software at all.

“Good value for money

Pros

I started using this product back when it was called Billy, and since Lendio rebranded it to Sunrise, they've introduced features that have proven very helpful. The subscription feature for recurring invoices has been particularly beneficial for both my clients and me.

Cons

Editing recurring invoices can be cumbersome at times. If there are changes needed, I often end up deleting the old invoice and creating a new one to ensure it sends properly.

“Efficient and Easy to Use

Pros

I can generate detailed client quotes in minutes, complete with deadlines. Converting these quotes into invoices is seamless, and managing open invoices and updating payments is simple.

Cons

Making changes to the permanent wording on invoices can be tricky since accessing that section isn't simple. Because it's a rare task, I have to keep detailed notes on how to do it or contact support every time.

“Easy invoicing software for small business

Pros

Features like recurring invoicing, customized invoices, and automated tracking of credit card payments are invaluable.

Cons

My bank is smaller, and unfortunately, the software doesn't integrate with it.

“Great accounting software

Pros

Sunrise is easy to use, even for someone like me who isn't an accountant. It covers all the essential functionalities we need and more. The invoicing system is particularly impressive it's simple, customizable, and integrates quoting and estimating seamlessly into invoices. It also includes automated reminders and payment tracking.

Cons

It would be fantastic if we could use our own domain for sending invoices and reminders instead of @sunriseapp.com. Additionally, automating the invoicing process using a CSV file or through services like Zapier would save us considerable time. I'm unsure if these features will be offered in the future or if they're already available and I just haven't found them yet.

“Overall a Great Product

Pros

Sunrise is incredibly user-friendly and streamlines most accounting tasks. Setting it up is a breeze, and I like how easy it is to upload receipts, even from my mobile device, and link them to relevant expenses.

Cons

I'm eagerly awaiting the addition of a recurring bills feature. Like most companies, we have monthly bills that need to be paid regularly. Currently, there's no way to set up recurring expenses, so I have to manually input the same bills each month. Also, the recent issue with one of my bank account connections stopping has been frustrating. It's been over three weeks since I requested support from Sunrise, and we're still waiting for a resolution from the third-party provider.

“Great Feature Set for Small Business Owners Ready to Move Beyond Spreadsheets

Pros

I highly recommend this tool for any business owner or startup looking to adopt double-entry accounting. It's the platform I turned to when I decided to get serious about managing my business finances (transitioning from spreadsheets). Organizing my chart of accounts, generating real Profit/Loss statements, handling invoices, tracking payments, and more have all been instrumental in helping me focus and expand. I originally purchased it under the name Billy, and now it's free with ongoing improvements.

Cons

There's a slight learning curve, but it's manageable. Since Lendio acquired Billy and rebranded it as Sunrise, there have been improvements, though some areas still need work. For instance, the absence of an account dashboard means I have to check each account individually for transactions or balances, which should ideally be consolidated on one page. Additionally, not being able to save report settings means I have to select my Profit/Loss report preferences each time I run it, like viewing by months for the current year.

“Good software

Pros

The software is effective, simple to navigate, and doesn't require much time to master. Its support team is top-notch, always ready to answer any questions I may have.

Cons

There's not much to dislike about the software; some features can feel repetitive, but these can be adjusted in settings.

“Simple Billing Software

Pros

Although we don't use the accounting features, we find the billing capabilities very intuitive. Creating professional invoices and instantly sharing them via email is seamless. It's simple and easy to understand.

Cons

One feature I'd like is the ability to view all invoices associated with specific products from the products overview. It would also be convenient to batch-edit products for example, adjusting pricing across selected items by a set percentage.

“Great for My Small Company

Pros

It has simplified the process of tracking my billing activities.

Cons

Sometimes, I struggle to locate buried features that I need.

“Essential software

Pros

I find this software extremely intuitive. I've never encountered any major issues with it; it consistently performs well. While I may not utilize it as extensively as others, it perfectly suits my needs. Especially during tax season, Sunrise makes handling paperwork as easy as a few clicks.

Cons

Customization has some limitations; for example, the software prompts for tax info and email invoicing, even when these aren't necessary for my business. These are minor issues, though.

“Sunrise by Lendio Review

Pros

This software is an essential component of my business. It meets my accounting needs perfectly and is reasonably priced. The support from [SENSITIVE CONTENT HIDDEN] is exemplary. Keep up the great work!

Cons

No complaints here. It's simple to use, and I wish I had discovered it sooner.

“Super Simple Bookkeeping Option for Small Nonprofit

Pros

Our team operates on a volunteer basis without the budget for expensive software or extensive training. Using Sunrise is quite intuitive, and we've quickly become proficient with the system.

Cons

It would be beneficial to have a mobile app. I recall there was once an app that allowed receipt photos, but I haven't been able to use it lately.

“Marks take

Pros

I use this software exclusively for invoicing, and it works wonderfully.

Cons

The inability to resize columns in invoices is a drawback for me.

“Great software so far, a few more features would make it incredible.

Pros

I like the software's clean design and its customization options. It's user-friendly and impresses my clients.

Cons

A mobile app would greatly simplify creating simple invoices and other tasks I've suggested to the team. Time will tell if these enhancements will be developed.

“The best bookkeeping software

Pros

It's simple and integrates smoothly with many other software applications.

Cons

I can't easily retrieve the date a payment was entered if it wasn't made directly by the customer.

“It's a great software

Pros

The invoicing features are fantastic, and overall, the software is incredibly easy to navigate.

Cons

Features like cost of goods sold, voided invoice reviews, and posting expenses are somewhat confusing and challenging to manage. Also, the software's limitation to only connect with Chase for merchant accounts is restrictive.

“Good product

Pros

This product is very user-friendly with a clean interface.

Cons

The ability to automatically add the invoice number would be a helpful addition.

“Its an excellent app for startups & entrepreneurs!

Pros

I love automating my invoicing with Sunrise each month it handles billing and transaction management seamlessly. It helps me track who hasn't paid their bills, which is incredibly useful.

Cons

While they've invited me to join their Zapier beta, I'm keen to integrate Sunrise with my all-in-one digital marketing platform, Automate CRM. This integration would streamline client signups and billing. I also believe Sunrise could benefit from embeddable payment forms; currently, I have to use Stripe, which bypasses their system.

“Great Accounting Software

Pros

Sunrise (formerly Billy) streamlined our invoicing process significantly. What used to be tedious is now effortlessly managed.

Cons

I really wish there was a mobile app to complement the website. Sometimes I need to access a client's payment history on the go, and the website isn't optimized for phones, making navigation difficult.

“Great

Pros

They provide ample opportunities for achieving excellence.

Cons

Every time I've called, the phone has been busy, but I understand.

“Easy to use for invoicing

Pros

The software is intuitive and simple. I particularly like the reporting capabilities for my invoicing needs and the options available for organizing data.

Cons

Previously with Billy, I could offer wire transfer payments without charges. Now, with the percentage they take, I've had to discontinue this option for my clients.

“Sunrise: Here comes the Sun!

Pros

It simplifies sending and receiving invoices and organizing expenses seamlessly.

Cons

I haven't encountered any issues; I'm quite satisfied with the software.

“Perfect Solution for Small Businesses

Pros

The monthly Financial Statements generated by Sunrise are tremendously helpful in understanding the business's financial standing. It made tax season stress-free, ensuring all income and expenses were correctly categorized for easy integration with Turbo Tax.

Cons

I'd like recurring transactions such as my mortgage payments to be automatically categorized. It would also be beneficial to classify expenses in real-time via a mobile app for Sunrise.

“Great System

Pros

As a long-time QuickBooks user, I value the quick access and efficiency of Sunrise. I primarily use it for invoicing.

Cons

Everything works perfectly for my needs; I have no complaints.

“Great Program! Simple & Easy to Use

Pros

I adore how effortless Sunrise is to use. As someone who previously used QuickBooks and found it overly complex for small businesses, Sunrise's simplicity and comprehensive features are perfect for my needs. Its integration with my bank accounts, credit cards, and invoices is seamless.

Cons

The only challenging process I've encountered was reconciling returns of products, which wasn't as simple as I expected.

“Sunrise by Lendio

Pros

Its simplicity sets it apart from other software options on the market.

Cons

I genuinely like this software; there's nothing negative I can think of.

“Great Small Business All-in-one solution

Pros

The interface is user-friendly and accessible. Managing workflows and billing is simple, requiring no professional accountant to navigate.

Cons

The interface lacks preset settings or personalization options. For instance, when viewing all invoices, I prefer to see only the fiscal year, but I'm shown the full history each time I access that page, which isn't ideal.

“Multiple functions and user friendly

Pros

I like the Profit & Loss and invoice features. Setting up income and expense categories is easy, providing excellent monthly tracking of profit & loss.

Cons

I didn't notice any specific functions that I disliked.

“Thanks

Pros

This software is simple and incredibly helpful.

Cons

This software is easy to use and has been instrumental in growing my business.

“Sunrise accounting

Pros

If you're just starting out, this software is fantastic. It's ideal for bookkeeping and invoicing needs.

Cons

While I haven't explored all its features, there are some automation capabilities I wish it had.